cisco unified enterprise attendant console user guide v8.6 user guide (long).pdf† those involved...

80
Americas Headquarters Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA 95134-1706 USA http://www.cisco.com Tel: 408 526-4000 800 553-NETS (6387) Fax: 408 527-0883 Cisco Unified Enterprise Attendant Console User Guide Version 8.6.1.x March 2011 Review Cycle 2 Text Part Number: OL-20134-01

Upload: others

Post on 19-Mar-2020

13 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Cisco Unified Enterprise Attendant Console User GuideVersion 8.6.1.x March 2011 Review Cycle 2

Americas HeadquartersCisco Systems, Inc.170 West Tasman DriveSan Jose, CA 95134-1706 USAhttp://www.cisco.comTel: 408 526-4000

800 553-NETS (6387)Fax: 408 527-0883

Text Part Number: OL-20134-01

Page 2: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

THE SPECIFICATIONS AND INFORMATION REGARDING THE PRODUCTS IN THIS MANUAL ARE SUBJECT TO CHANGE WITHOUT NOTICE. ALL STATEMENTS, INFORMATION, AND RECOMMENDATIONS IN THIS MANUAL ARE BELIEVED TO BE ACCURATE BUT ARE PRESENTED WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. USERS MUST TAKE FULL RESPONSIBILITY FOR THEIR APPLICATION OF ANY PRODUCTS.

THE SOFTWARE LICENSE AND LIMITED WARRANTY FOR THE ACCOMPANYING PRODUCT ARE SET FORTH IN THE INFORMATION PACKET THAT SHIPPED WITH THE PRODUCT AND ARE INCORPORATED HEREIN BY THIS REFERENCE. IF YOU ARE UNABLE TO LOCATE THE SOFTWARE LICENSE OR LIMITED WARRANTY, CONTACT YOUR CISCO REPRESENTATIVE FOR A COPY.

The Cisco implementation of TCP header compression is an adaptation of a program developed by the University of California, Berkeley (UCB) as part of UCB’s public domain version of the UNIX operating system. All rights reserved. Copyright © 1981, Regents of the University of California.

NOTWITHSTANDING ANY OTHER WARRANTY HEREIN, ALL DOCUMENT FILES AND SOFTWARE OF THESE SUPPLIERS ARE PROVIDED “AS IS” WITH ALL FAULTS. CISCO AND THE ABOVE-NAMED SUPPLIERS DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OR ARISING FROM A COURSE OF DEALING, USAGE, OR TRADE PRACTICE.

IN NO EVENT SHALL CISCO OR ITS SUPPLIERS BE LIABLE FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, OR INCIDENTAL DAMAGES, INCLUDING, WITHOUT LIMITATION, LOST PROFITS OR LOSS OR DAMAGE TO DATA ARISING OUT OF THE USE OR INABILITY TO USE THIS MANUAL, EVEN IF CISCO OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

CCDE, CCENT, CCSI, Cisco Eos, Cisco HealthPresence, Cisco Ironport, the Cisco logo, Cisco Lumin, Cisco Nexus, Cisco Nurse Connect, Cisco Stackpower, Cisco StadiumVision, Cisco TelePresence, Cisco Unified Computing System, Cisco WebEx, DCE, Flip Channels, Flip for Good, Flip Mino, Flip Video, Flip Video (Design), Flipshare (Design), Flip Ultra, and Welcome to the Human Network are trademarks; Changing the Way We Work, Live, Play, and Learn, Cisco Store, and Flip Gift Card are service marks; and Access Registrar, Aironet, AsyncOS, Bringing the Meeting To You, Catalyst, CCDA, CCDP, CCIE, CCIP, CCNA, CCNP, CCSP, CCVP, Cisco, the Cisco Certified Internetwork Expert logo, Cisco IOS, Cisco Press, Cisco Systems, Cisco Systems Capital, the Cisco Systems logo, Cisco Unity, Collaboration Without Limitation, EtherFast, EtherSwitch, Event Center, Fast Step, Follow Me Browsing, FormShare, GigaDrive, HomeLink, Internet Quotient, IOS, iPhone, iQuick Study, IronPort, the IronPort logo, LightStream, Linksys, MediaTone, MeetingPlace, MeetingPlace Chime Sound, MGX, Networkers, Networking Academy, Network Registrar, PCNow, PIX, PowerPanels, ProConnect, ScriptShare, SenderBase, SMARTnet, Spectrum Expert, StackWise, The Fastest Way to Increase Your Internet Quotient, TransPath, WebEx, and the WebEx logo are registered trademarks of Cisco Systems, Inc. and/or its affiliates in the United States and certain other countries.

All other trademarks mentioned in this document or website are the property of their respective owners. The use of the word partner does not imply a partnership relationship between Cisco and any other company. (0907R)

Any Internet Protocol (IP) addresses and phone numbers used in this document are not intended to be actual addresses and phone numbers. Any examples, command display output, network topology diagrams, and other figures included in the document are shown for illustrative purposes only. Any use of actual IP addresses or phone numbers in illustrative content is unintentional and coincidental.

Cisco Unified Enterprise Attendant Console © 2011 Cisco Systems, Inc. All rights reserved.

Page 3: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

OL-20134-01

C O N T E N T S

Preface vii

Getting Started 1-1

Accessibility for Users with Disabilities 1-1

Using the Keyboard 1-1

Key Descriptions 1-2

Additional Functions 1-3

Logging In 1-3

Go Unavailable (F10) 1-5

Interface 1-6

Menu Bar 1-7

Call Control Tool Bar 1-7

Queues (F9) 1-9

Queued Calls(F8) - Incoming Calls 1-9

Active Calls (F7) 1-10

Directories 1-11

Full Directory 1-11

Personal Directory Groups (F4) 1-13

To Create a New Personal Directory Group 1-14

Adding Contacts to an already created Personal Directory Group 1-15

To Modify a Personal Directory Group 1-15

To Delete a Personal Directory Group 1-15

Call Progress (F5) 1-16

Call Parking Devices Field 1-16

Speed Dial Field (F6) 1-17

Adding an entry to the Speed Dial Field 1-18

Deleting an entry from the Speed Dial Field 1-19

Updating an entry in the Speed Dial field 1-20

Working in the Fields 1-21

Dialling a Number 1-21

Finding Contacts in the Directories 1-21

Lateral Searching (Ctrl^F2) 1-22

Lateral Searching 1-23

iiiCisco Unified Enterprise Attendant Console User Guide

Page 4: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Contents

Customizing Attendant Console 2-1

General 2-1

Display 2-2

Presence 2-3

Dialling 2-4

Call Transfers 2-4

Call Park 2-5

Mute 2-6

Tones 2-6

Directory 2-7

Alternative Numbers 2-8

Field Headers 2-9

Secondary Sort 2-10

Filter Search 2-12

Primary Server (Information only) 2-13

Logging 2-14

Using Attendant Console 3-1

Answering Calls 3-1

Answer Next 3-2

Cherry Picking 3-3

Forced Delivery 3-4

Directory Call Forwarding 3-4

Alternative Numbers and Presence Status 3-5

Transfer Calls 3-7

Initiating A Blind Transfer 3-7

Blind Transferring to a Known Number 3-7

Blind Transferring to a Directory Contact 3-8

Initiating a Consult Transfer 3-9

Consult Transferring to a Known Number 3-9

Consult Transferring to a Directory Contact 3-10

Making Calls 3-11

Make an Internal Call 3-11

Making External Calls 3-12

Placing Calls on Hold 3-12

Retrieving Held Calls 3-13

Muting Calls 3-14

ivCisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 5: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Contents

Call Parking 3-14

Retrieving Parked Calls 3-15

Conference Calls 3-15

Re-establish Calls 3-16

Toggle Calls 3-16

Reverted Call Control 3-17

Call Controls for Reverted Calls 3-17

FAC and CMC Settings 3-18

Forced Authorization Code (FAC) 3-18

Client Matter Code (CMC) 3-18

Clearing Calls 3-19

Using Emergency Mode 3-19

Sending Email 3-21

Call Status 3-21

Contact Properties 3-23

Adding Absent Message and Contact Information 3-24

Microsoft Presence Status 3-25

Cisco Unified Presence Status 3-26

Glossary A-1

vCisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 6: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Contents

viCisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 7: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Preface

The following manual relates to the operation of the Cisco Unified Enterprise Attendant Console (CUEAC) software product ranges.

Cisco Unified Enterprise Attendant Console is an efficient application specially designed for handling calls and messages. This application enables you to answer calls from predefined set of queues and transfer them to desired extensions.

The application enables you to perform comprehensive tasks like Call Conference, Call Transfer, Call Parking and Call Retrievals. The user-friendly design of the application gives speed and flexibility and facilitates you to manipulate calls with simple mouse clicks or keystrokes.

The screen-based operator console that has been developed to work exclusively on Cisco Unified Communications Manager. The traditional functions of a telephone switchboard have been re-created as a Windows application. It is visually more appealing, easier to operate and more user friendly. Figure 1 displays the default layout of the Cisco Unified Enterprise Attendant Console.

Figure 1 Displays the Default Layout of the Cisco Unified Enterprise Attendant Console

viiCisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 8: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Preface

Purpose of this GuideThe purpose of this user guide is to:

• Provide information on configuring and initializing the Attendant Console.

• Instruct you to perform actions related to answering, holding, receiving, conferencing, and transferring calls. It also discusses procedures for toggling, making and retrieving calls.

Who Should Read this GuideThe document is intended for:

• Those involved in the training of Cisco Unified EnterpriseAttendant Console

• Users of Cisco Unified Enterprise Attendant Console

OrganizationThis guide includes the following chapters:

ConventionsThis document uses the following conventions:

Chapter Title Description

1 Getting Started This section explains the interface of the Attendant Console. The basic functions of starting up and logging into the application are explained here.

2 Customizing Attendant Console This section guides you to customize the application. Different configurations and preferences are also explained in this section.

3 Using Attendant Console This section covers topics on answering and clearing calls, taking notes, holding, transferring and making calls.

Convention Indication

bold font Commands and keywords and user-entered text appear in bold font.

italic font Document titles, new or emphasized terms, and arguments for which you supply values are in italic font.

[ ] Elements in square brackets are optional.

{x | y | z } Required alternative keywords are grouped in braces and separated by vertical bars.

[ x | y | z ] Optional alternative keywords are grouped in brackets and separated by vertical bars.

viiiCisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 9: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Preface

Note Means reader take note.

Tip Means the following information will help you solve a problem.

Caution Means reader be careful. In this situation, you might perform an action that could result in equipment damage or loss of data.

Timesaver Means the described action saves time. You can save time by performing the action described in the paragraph.

Warning Means reader be warned. In this situation, you might perform an action that could result in bodily injury.

Obtaining Documentation and Submitting a Service RequestFor information on obtaining documentation, submitting a service request, and gathering additional information, see the monthly What’s New in Cisco Product Documentation, which also lists all new and revised Cisco technical documentation, at:

http://www.cisco.com/en/US/docs/general/whatsnew/whatsnew.html

Subscribe to the What’s New in Cisco Product Documentation as a Really Simple Syndication (RSS) feed and set content to be delivered directly to your desktop using a reader application. The RSS feeds are a free service and Cisco currently supports RSS Version 2.0.

string A nonquoted set of characters. Do not use quotation marks around the string or the string will include the quotation marks.

courier font Terminal sessions and information the system displays appear in courier font.

< > Nonprinting characters such as passwords are in angle brackets.

[ ] Default responses to system prompts are in square brackets.

!, # An exclamation point (!) or a pound sign (#) at the beginning of a line of code indicates a comment line.

ixCisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 10: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Preface

xCisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 11: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

CiscOL-20134-01

C H A P T E R 1

Getting Started

Cisco Unified Enterprise Attendant Console must have the relevant telephony software and hardware installed and configured. For details see, Cisco Unified Enterprise Attendant Admin Web Admin /Installation Guide. Contact your system administrator to configure your system.

Accessibility for Users with DisabilitiesCisco Unified Enterprise Attendant Console provides accessibility features that make it easier for blind and visually impaired users to use the application.

Attendant Console provides the ability to customize the appearance of the application making it simpler for users with low vision to adjust the look of the console. This allows users to work in the manner that they find most comfortable. To access the console settings choose Options>Preferences from the menu bar.

The software can be used with a mouse as well as keyboard navigations. The keyboard navigations have been listed in the following section. For the user’s convenience graphical buttons are also available. Each icon displays a tool tip when the mouse is hovered on it, clearly defining the function of the graphic button. A list of icons along with their descriptions has also been provided in the following sections.

Attendants also have an option to use Cisco Unified Enterprise Attendant Console with a screen reader plug in called JAWS. The screen reader provides the attendant with information on the status of the attendant console as well as with information about the text in the attendant console windows.

Cisco Unified Enterprise Attendant Console also comes with context-sensitive help. For every page, users can access help specific to a window or a field by simply clicking F1.

For more information on Cisco Accessibility Program please contact through the following link,

http://www.cisco.com/web/about/responsibility/accessibility/contact.html

Using the Keyboard Most of the operations can be performed through mouse clicks; however, you can also use the keyboard to perform call control operations. Table 1-1 Shows the function keys that can be used to operate Attendant Console.

1-1o Unified Enterprise Attendant Console User Guide

Page 12: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Using the Keyboard

Key DescriptionsTable 1-1 Shows the Functions that can be Performed Using the Keyboard

Key Name DescriptionF1 HelpF2 Alternative Numbers, BLF and Presence StatusF4 Create a Personal Directory GroupF5 Call Progress FieldF6 Speed Dials FieldF7 Active Calls FieldF8 Queued Calls Field (Incoming Calls)F9 Queues FieldF10 Go UnavailableF12 Contact DetailsBackspace Number Correction. Cancels the misdialled numbersInsert Camp on. Used to stack a call against a busy extension.Delete Re-establish. Retry a call.Page Down Hold/Retrieve. One key depression places the call on Hold. Pressing the key

again retrieves the held call. Any call that returns to the Call Progress Field; for example, no reply or a parked call is retrieved in the same way

Enter Connect/Clear. Either connects the call or clears the call down depending on the operating transaction in process

Plus Answer Next/Toggle. Answers the next highest priority call or when offering a call will toggle between calling and called parties.

Note If a queue has Forced Delivery set then this button will not be needed for the call to be moved to the Active Call area F7.

Minus Cancel Consult. Having offered a call, if the called party refuses, the key will drop the called party and the calling party is in circuit

Home Call Park. Press to park a call on a park extension numberEnd Conference. Used to start the conference procedure and then add partiesContext Key

Used to bring up the associated menu in the highlighted Field Header, use to required item and Enter key to select

Space Bar Used to delete the number whilst in the process of dialling out Tab Key When you are in a Directory Search box, the Tab key can be used to jump across

the search FieldsAlt + Number Used to jump across Personal Directory Tabs. The Number will be the order that

the tab appears across the screen.

1-2Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 13: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Logging In

Additional FunctionsYou can perform additional functions using the CONTROL (Ctrl) key. These are explained in Table 1-2.

Logging InYou must log in to the application with your Login Name, Password and Extension number. Each user has a unique identity to log in to Attendant Console. Logging on to Attendant Console also logs you on to Cisco Unified Attendant Server. After logging on successfully you can process both internal and external calls.

To login to the attendant Console, perform the following steps:

Procedure

Step 1 Press Ctrl^I or select File > Login, this will open the Login window. Figure 1-1 shows the Login window.

Table 1-2 Shows Combination Keys Used to Perform Certain Operations

Key Combination Description

Ctrl^F2 Used to display the Lateral Search (Cross tab)within the directories. This requires enabling in Preferences

Ctrl^F5 Used to Display My Camped on Calls

Ctrl^M Used for sending an email to an extension user not responding to a call

Ctrl^E Used to force the queues into emergency modeCtrl^I Used when the console is opened to trigger the

Login screen.Ctrl^O Used to log the attendant console operator out of

the system.Ctrl^Q Used to Mute a call when certain actions are taken.

This is set up in preferences and the actions include Performing a Search, Pressing numeric keys to dial numbers or Changing or Selecting Directory screens.

Ctrl^R Used to reclaim a call

1-3Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 14: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Logging In

Figure 1-1 Displays the Window used to Log into the Application

Step 2 Type Login Name and Password.

Step 3 Enter Extension.

Step 4 Choose a device Type, that is, Headset or Handset.

Step 5 Click Login.

Table 1-3 explains the fields displayed in the Login window.

The Extension number that is entered during login must be the Primary Number for a device. It is possible that the same extension number might be configured as a primary number for another device on a different partition. In order to differentiate between the two devices configured on the same extension number, the MAC address can be used to identify each device. A MAC address is a unique identifier for each device.

During login, if multiple instances exist in Cisco Unified Communciations Manager for the directory number you entered, a Duplicate Device window will be displayed. You can select a MAC address and view the relevant details for the directory number and select the correct device as shown Figure 1-2.

Table 1-3 Explains the Fields Displayed in the Login Window

Field Example Description

Operator Details

Login Name OPERATOR1 You must provide a login name here in order to log into the application.

Password *** The password is required for secure login.

Device Details

Extension 1000 Enter the extension number you are using to handle calls.

Type Handset You can select the type of device you wish to use. You have a choice between headset or handset.

1-4Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 15: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Go Unavailable (F10)

Figure 1-2 Displays the Duplicate Device Window with Information for the Selected Device

When you select a MAC address, the following information for the selected MAC Address is displayed as configured in Cisco Unified Communications Manager. This information is described in Table 1-4.

Once the extension is selected, the application will initialize using the selected number. The selected extension will be used for subsequent sessions from the same PC.

Note Please note that Shared Lines are NOT supported as Operator phones for technical reasons.

Go Unavailable (F10)You can take a break by going unavailable for a specific time. The calls will still appear on the console but you will not be able to answer them. The short cut key for going Unavailable is F10. Figure 1-3 displays the Go Unavailable window that appears when F10 is pressed.

Table 1-4 Describes the fields in the Duplicate Device window

Field Example Description

MAC Address SEP00141C48DDD9 This field specifies the MAC Address. This is the unique identifier for a device. If the directory number for a device has multiple instances in Cisco Unified Communications Manager, the MAC Address is used to identify the relevant device.

Directory Number 5351 The number used by the operator to log in.

Description Auto5351 This field provides the description for the device.

Route Partition FACAccess The route partition the extension

is configured on.

Calling Search Space FACAccess The calling search space the extension is configured on.

1-5Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 16: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Figure 1-3 Displays the Go Unavailable Window

To become available, click Go Available (F10).

InterfaceThe main interface of Attendant Console consists of the following areas:

1. Menu Bar

2. Tool Bar

3. Queues (F9)

4. Queued Calls Area(F8) (Incoming Calls)

5. Active Calls Area (F7)

6. Directory Area

7. Call Progress Area (F5)

8. Call Parking Devices Field

9. Speed Dials Area (F6)

Figure 1-4 displays Cisco Unified Enterprise Attendant Console interface with a key to identify the areas of functionality.

Figure 1-4 CIsco Unified Enterprise Attendant Console Interface

1-6Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 17: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Menu BarTable 1-5 describes the options that are available to select from the Menu Bar.

Call Control Tool BarThe Call Control toolbar is located between the Queued Calls and Active Calls areas. It shows icons for all the call control operations available at any given time. Figure 1-5 shows an example of the Call Control toolbar with a selection of items available and some unavailable.

Table 1-5 Lists the Menu Items Along with the Descriptions

Control Name Description

File

Login This option is used to login.

Log out This option logs you out from Attendant Console.

Exit This option is used to close the application.

View

Tool Bar This option activates/deactivates Call Control tool bar.

Queues This option allows you to either View All Queues or View Individual Queues.

Speed Dial This option activates/deactivates Speed Dial field.

Display Salutation This option enables/disables the Salutation Window.

Display My Camped on Calls This option enables/disables the display of camped on calls. The shortcut for this function is (CTRL^F5).

Options

Preference This option opens the preferences window to customize Attendant Console.

Emergency The option allows you to send all the queues in Emergency Mode. All calls will be forwarded to a preconfigured destination.

Filter Searching You can select to switch on AND searching from this menu.

Help

Contents It opens on-screen help.

Keyword Search Allows you to use keywords to search the help file.

Graphics Displays a graphic panel that displays all of the graphic icons used within the Attendent Console.

About Attendant Console It displays the version and copyright information.

1-7Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 18: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Figure 1-5 Displays the Call Control Toolbar

Table 1-6 displays the options available in the Call Control toolbar.

Right clicking on a call in the Active Calls area and choosing an option from the context menu can also perform the above-mentioned operations. You can also access these options using your keyboard (Please refer to Chapter 1, “Using the Keyboard”section).

Table 1-6 Displays Call Control toolbar options

Control Name Icon Description

Answer Call Click to answer a ringing call (not a queued call).

Mute Call Click to Mute a Call. This will put the call on hold locally (on the handset) and the caller will hear your music on hold.

Clear Call Click to clear an active call.

Transfer Call Click to complete a pending consultation transfer.

Retrieve Call Click to retrieve a held call.

Toggle Call Use this option to switch between Active and Held calls.

Re-establish Click to redo an action previously performed on a call.

Hold with Notes Click to attach information notes to the current call before placing the call on hold.

Note The notes are for your use, and do not get sent on with the call.

Hold Click to place a specific call directly on hold.

Contact Properties Click to view contact details of the caller.

Start Conference Click to consult and start conference with another user.

Conference Click to bring the parties together inconference.

Camp on Click to transfer a call to a busy extension.

Park Call Click to place the call on a call parking device.

1-8Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 19: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Queues (F9) The Queues field of the application displays the queues that are available to the logged in operator. Each icon represents a different queue. When an incoming call is delivered to the queue, a numeric indicator appears indicating the number of calls waiting to be answered. A ringing tone is heard by the caller until the call is answered.

Within the Web Admin it is possible to designate a specific queue to be immediately answered by the next free Attendant (This is referred to as Forced Distribution). The calls in the queue are configured to be presented on longest idle Attendant Operator or Circular i.e. work share between Attendants logged in and able to answer the queue. The Answer Next key is not required to be pressed and the call will automatically appear in the Active Call Field F7. The Caller is in circuit.

Table 1-7 decribes the icons that are displayed in the Queue (F9) area of the screen.

Table 1-8 describes the functions that can be performed on the calls in this area using the keyboard,

Right click on a call in the Queues area and choosing an option from the context menu can also access the above-mentioned options.

Queued Calls(F8) - Incoming CallsThis field displays calls that are waiting in queues. The calls are displayed with the following information:

• Name of the caller

• Number of the caller

• Elapsed time the call has been waiting in queue

• Name of the queue (optional)

Figure 1-6 shows an example of the Queued Calls (Incoming Calls) field.

Table 1-7 Describe Icons Appearing in the Queues Area

Icons Types of Queues

This is for the Console Queues that have Forced Delivery set for them in configuration.

This is for the Console Queues that are active and ready to receive calls.

This icon represents the queues that are currently in night service.

This is for the Queues that are in Emergency mode.

Table 1-8 Describes the Combination Key for Emergency Mode

Key Function

Ctrl^E Used to force the queues into emergency mode

1-9Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 20: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Figure 1-6 Displays the Queued Calls (Incoming Calls) Field

Table 1-9 describes the functions that can be performed on the calls in this area using the keyboard,

The above-mentioned options can be accessed through the right click context menu.

Active Calls (F7)The Active Calls area displays calls that are being processed. You can view call information such as:

• Name of the queue

• Current status of the call, that is, Held, Calling, Talking or Busy

Figure 1-7 shows an example of the Active Calls area.

Figure 1-7 Displays the Active Calls area

Table 1-9 Describes the Function Keys for All Queues Field

Key Function

+ Answers the next incoming call.

Note If a queue has Forced Delivery set then this button will not be needed for the call to be moved to the Active Call area F7.

Enter Press to answer the incoming call.

1-10Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 21: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Note If a queue has been configured to Forced Delivery in Web Admin, then there is no requirement to press Plus to answer the call. It will automatically appear in the Active Call F7 field and the caller will be in circuit.

Table 1-10 describes the keys that can be used in the Active Calls Area,

Right clicking on a call in the Active Calls area and choosing an option from the context menu can also access the above-mentioned options.

DirectoriesThere are two types of directories in Attendant Console:

• Full Directory - This shows all of the contacts that are available within the Cisco Unified Enterprise Attendant Console environment.

• Personal Directory Groups - These directories can be modified to display a portion of the Full Directory. These diectory groups are specific to the credentials used to the login used with the Attendant Console.

Full Directory

The Cisco Unified Enterprise Attendant Console has a directory area where contact information can be easily retrieved. The initial directory that is displayed is titled Full Directory, and will display all of the contacts that are registered within the Cisco Unified Enterprise Attendant Console environment. This can include both internal and external contacts.

There are aspects of the directory that are configured through the Cisco Unified Enterprise Attendant admin, but the basic information that is normally displayed will include contact details such as:

Table 1-10 Explains Keys Used to Handle Calls in Through Active Calls Area

Key Function

Enter Press to answer the incoming ringing call.

Enter Press to clear the connected call.

Enter Press to complete the Consult Transfer of the call.

PgDn Press to hold.

PgDn Press to retrieve the held call.

- Press to cancel Consult Transfer.

End Press to start and join all parties in Conference.

Delete Press to re-establish a call.

F2 Press to display Alternative Numbers, BLF and Presence Status.

F12 Press for Contact Details

Home Press to park the answered call on a device.

Ctrl^M Used for sending an email to an extension user not responding to a call

1-11Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 22: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

• First Name

• Last Name

• Department

• Job Title

• Extension Number

• Email

These are the default settings and can be changed. Figure 1-8 provides an example of the Full Directory being displayed.

Figure 1-8 Displays the Full Directory with two Personal Group Directories

Call control operations can be performed on the contacts in the any of the Directories in the following ways:

• Using the mouse, select a contact in the directory and click any call control button on the call control toolbar. These buttons have been explained in the previous sections.

• Right-click a contact and choose an option from the context menu.

• Use the keyboard shortcuts to perform call control operations as explained in the previous sections.

Table 1-11 provides a description of the icons that are used next to a contact in the Directory area.

Table 1-11 Explains icons displayed next to contacts in the Directory area

Icon Description

Indicates the Presence status of the Contact.

Indicates the status of the extension. It can also be used to indicates the type of contact number being used, for example, Mobile, Business, Home, Fax or Pager.

Indicates that the contact has some notes attached.

Indicates that an alternate number has been specified for the contact,or one of the following fields have an entry in the Contact Numbers:

• Mobile

• Business 1

• Business 2

• Home

1-12Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 23: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Table 1-12 describes the functions of the keys used within the Directory area.

Personal Directory Groups (F4)

Personal Directory Groups provide the Attendant console operator with the ability to create custom directories that make navigating the full directory easier to use.

To navigate between Personal Directories, you can either select the tab heading. You can also use Ctrl^TAB and Ctrl^SHIFT^TAB to select the next or previous directory. Alternatively you can press Alt^Number where the number represents the tab position going across the screen (1,2,3,4,etc) this will navigate to the tab directly.

Tip If you have five directories and you press Alt^2 the second directory tab will be displayed, If you press Alt^4 then the fourth directory tab will be displayed.

With Personal Directory Groups you can take a call that has arrived on the Attendant Console and drag and drop it to a specific Personal Directory Group Tab and the contacts within that group will be available for selection.

Table 1-12 Explains keys used for functions within a Directory

Key Function

Ctrl^F2 (preference specific - See Chapter 2, “Filter Search ’on page ”2 - 12)

Open a Lateral Search for alternative colleagues of the selected contact. This search will be on the category that has been set within the preferences.

When the Lateral Search window opens the criteria will appear in the heading.

The Lateral Search window can be moved or reshaped as required.

F2 Opens BLF, Presence Status and Alternative Numbers.

F4 Create a Personal Directory Group.

F12 Opens Contact Properties.

Shift^F4 Allows you to edit an existing Personal Directory Group

Ctrl^F4 Allows you to delete an existing Personal Directory Group

Ctrl^Tab and Ctrl^Shift^Tab

Will either select the next or previous directory tab and display the contact details.

Alt^Tab Number 1,2,3,4 etc.

This allows for an Attendant Operator to jump to a specific Personal Directory. Example: If you have five directories and you press Alt^2 the second directory tab will be displayed, If you press Alt^4 then the fourth directory tab will be displayed.

1-13Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 24: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

To Create a New Personal Directory Group

Note A maximum of ten Personal Directory Groups can be created.

Note Personal Directory Group are a way for Attendant Console Operators to customize their directories, and should not be used to add personal numbers toa corporate network as this will impact on the contact licenses used,

Procedure

Step 1 To create a new Personal Directory Group, position the mouse within the Directory Field of the Attendant Console and press F4 or right click within the Directory Field and go to Personal Directory Group and New. A dialogue box will appear ( Figure 1-9) and the following information is required.

Figure 1-9 Shows the Personal Directory Group Dialogue box

Step 2 Under Detail you have to provide a meaningful Name and Description for the group.

Step 3 Within the Filter area you need to enter the criteria that you want to filter the directory group with. Select the Field type from the drop down selection.

Step 4 Then select the Measurement type that you will use:-

• If it is a text based field like Last Name, Department, etc you can select from;-

– Begins with,

– Contains,

– Ends with,

– Is equal to.

• If is a numeric field, such as Number you can select:-

– Begins with,

– Contains,

– Ends with,

– Is equal to,

– Is greater than or equal to,

– Is less than or equal to.

1-14Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 25: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Step 5 Enter the Measurement Value.

An Example would be Field: Last Name, Measurement Type: Begins with, and the Measurement Value: K. This would produce a directory with a list of contacts where their last name starting with the letter K.

Step 6 [Optional] You can click on New to add an additional Criteria. You can use a maximum of three Criteria to create or modify a Personal Directory.

Note If a directory is created that uses the parameter Number to filter by, the criteria entered will be measured against all of the number fields that are indexed (Main Extension, Business 1, Business 2, and Mobile etc, etc) and all results will be displayed that meet the criteria. With the directory displaying only the Main Extension number, or the substitute number (defined in Options > Preferences > General and Internal Contacts Number Priority – it may appear that the directory is showing an inconsistent result. This is not the case and will point to the fact that the contact has another of the numbered fields that matches the criteria set (eg. Business 1, Business 2, and Mobile etc, etc). Example: - A contact has its primary number as a mobile 22222, yet has a buiness1 number set as 1111. So the directory would always show 22222 as that is its primary number based on the priority. If however business1 is an indexed field and an Attendant Operator creates a personal directory group where Number Is equal to 1111, then our example contact would be displayed (because the mobile met the criteria) yet the number displayed would be the primary number which is 22222.

Adding Contacts to an already created Personal Directory Group

From the Full Directory it is possible to select a contact and drag it to a previously created Personal Directory Tab. The contact will then appear in that Personal Directory, regardless of if it matches the criteria set for that group.

To Modify a Personal Directory Group

Pressing Shift^F4 allows you to see the details of an existing Personal Directory Group and modify them.

To Delete a Personal Directory Group

Pressing Ctrl^F4 allows you to delete an existing Personal Directory Group. You will be prompted to confirm that you want to make the deletion.

1-15Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 26: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Figure 1-10 An example of the Delete Personal Directory Group Warning

Call Progress (F5)The Call Progress field displays two types of calls:

• Calls that are placed on hold.

• Timed-out (returned) calls that were transferred or parked on a device.

You can retrieve or re-establish a call from the Call Progress area in the following ways:

• Using the mouse, select a call in the Call Progress area and click any call control button on the call control toolbar. These buttons have been explained in the previous sections.

• Right click a call and choose an option from the context menu.

• Use the keyboard shortcuts to perform call control operations as explained in the previous sections.

Table 1-13 provides a description of the fields displayed in the Call Progress area.

Call Parking Devices FieldThe Call Parking Devices field displays a list of call parking devices. By default you can view all devices. Figure 1-11 displays an example of the Call Park area with all Park devices shown.

Table 1-13 Explains Fields Displayed for a Call in the Call Progress Area

Control Name Description

Call Progress Displays the caller’s number.

Time It is the elapsed waiting time of the caller.

Extension Extension for which the call was transferred.

Status This indicates whether you have placed the call on hold, or, if the call has returned on time-out.

Label The label indicator is displayed to show that there are notes attached to the call.

1-16Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 27: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Figure 1-11 Displays the Call Park area

Table 1-14 describes the buttons that are available in the Call Park area to restrict the view of the Call Park devices.

A Call Park Device with Out of Service icon indicates that the selected call park device is currently out of service. In this case that device cannot be used for parking calls.

You can park or retrieve the Call Park area in the following ways:

• Using the mouse, select a device in the Call Park area and click any call control button on the call control toolbar. These buttons have been explained in the previous sections.

• Right-click a device and choose an option from the context menu.

• Use the keyboard shortcuts to perform call control operations as explained in the previous sections.

Speed Dial Field (F6)To enable you to quickly dial calls, a field is provided for frequently called numbers. Figure 1-12 displays an example of a name in the Speed Dial area.

Table 1-14 Explains Functionalities of the Buttons Available in Call Park Area

Button Function

Shows all Call Parking devices.

Displays Call Parking devices available to you.

Shows devices where you have parked calls.

Show Call Parking devices where other operators have parked their calls.

Displays the number where you parked the last call.

When a call is reverted from a busy extension and you park that call, Parked For field will display the name of the contact the call bounced back from.

1-17Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 28: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Figure 1-12 Displays the Speed Dial Area

You can perform call control operations in the following ways:

• Using the mouse, select a contact click any call control button on the call control toolbar. These buttons have been explained in the previous sections.

• Use the keyboard shortcuts to perform call control operations as explained in the previous sections.

Adding an entry to the Speed Dial Field

To add a number to the Speed Dial field, perform the following steps:

Procedure

Step 1 Point the cursor in the Speed Dials field and right click to select Add Speed Dial. Figure 1-13 demonstrates the right click menu with Add Speed Dial selected.

Figure 1-13 Displays the Menu Option to Add a Speed Dial Number

Step 2 Enter Number, Name and Company name of the contact. Figure 1-14 displays the Speed Dial window.

1-18Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 29: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Figure 1-14 Displays the Window Where Speed Dial Information is Added

The Table 1-15 provides a description of the fields that appear in the Speed Dial Window (shown in Figure 1-14).

Step 3 Click OK.

Note You can simply drag and drop a contact from the Directory fields to the Speed Dial area.

Deleting an entry from the Speed Dial Field

To delete an entry from the Speed Dial field, perform the following steps:

Procedure

Step 1 Select the speed dial you want to delete.

Step 2 Right click and choose Delete Speed Dial. Figure 1-15 displays the right click menu with the option to Delete Speed Dial selected.

Table 1-15 Explains the fields displayed on the Speed Dial window

Field Example Description

Private Speed Dial Private speed dial numbers can only be edited and viewed by you. Other users logging into the application will not be able to view the numbers for which this checkbox is selected. If unchecked it will be visible to ALL other users.

Number 5550111 Contact number to be saved as speed dial.

Name John Smith Name of the contact.

Company CompanyA Name of the company where your contact works.

1-19Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 30: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Interface

Figure 1-15 Displays the menu option for deleting a speed dial number

Step 3 Click Yes on the confirmation message. Figure 1-16 shows the Remove Speed Dial confimation box.

Figure 1-16 Displays the message that appears to confirm a speed dial deletion

Updating an entry in the Speed Dial field

To update an entry in the speed dial field, perform the following steps:

Procedure

Step 1 Select the speed dial you want to update.

Step 2 Right click and choose Edit Speed Dial. Figure 1-17 shows the right click menu with Edit Speed Dial selected.

Figure 1-17 Displays the menu option to edit a speed dial number

Step 3 Change the Name, Number and Company as required.

1-20Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 31: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Working in the Fields

Step 4 Click OK.

Working in the FieldsHere are some procedures you can use while working in Attendant Console,

Dialling a NumberInstead of selecting a contact from the directories and then making a call, you can dial a number yourself to make a call as well. All you have to do is enter the digits using your keyboard. As you type, the digits will appear in the Calling box under the Active Calls area. Figure 1-18 displays the calling box where the dialled number appears, in this example ‘2000’.Table 1-16 lists the available keys that can be used to edit a dialled number.

Figure 1-18 Displays the calling box where the dialled number appears

The following keys can be used,

Finding Contacts in the DirectoriesOne of Attendant Console’s most powerful features is the search engine. It enables you to search for a specific person via configured criteria within the directories. This feature is a necessity if the console is extremely busy.

To locate a person or number, perform the following steps:

Procedure

Step 1 Select the directory that the required contact is in. This could be either the Full Directory, or a Personal Directory Group. To navigate between Personal Directories, you can either select the tab heading. You can also use Ctrl^TAB and Ctrl^SHIFT^TAB to select the next or previous directory. Alternatively you can press Alt^Number where the number represents the tab position going across the screen (1,2,3,4,etc) this will navigate to the tab directly. Eample: If you have five directories and you press Alt^2 the second directory tab will be displayed, If you press Alt^4 then the fourth directory tab will be displayed.

Step 2 When the Directory Tab is selected the cursor will default to the first search box. Also if you start typing the cursor will automatically go to the first search box.

Table 1-16 Lists the keys used to edit the dialled number

Key Function

Backspace Clears digits when typing a contact number

Space Bar Clears the number while dialling out.

Enter Dials the entered number.

1-21Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 32: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Lateral Searching (Ctrl^F2)

Step 3 You can select any search criteria. You can base your search on any of the following:

• Last Name

• First Name

• Department

• Number

Step 4 Press the Tab key on the keyboard to jump between the search fields or point and click the mouse on the relevant search box.

Step 5 Enter a keyword.

Note With AND Searching enabled, either via Options > Preferences > Filter Searching and ticking I want to use AND Searching or Options > Filter Searching and tick Use AND Searching it is possible to enter keywords in two places. Example being John in the First Name and Smith in the Last Name field. The results will display all records that meet the criteria that has been entered in BOTH fields and would eliminate records that only meet one of the criteria.

Step 6 Press Enter.

The selected directory will filter out any contacts that do not match the keyword that is entered.

Once the required person has been located, either double click or press the Enter key twice to call the contact. Figure 1-19 shows an example of a search for people that have ‘John’ as a first name.

Figure 1-19 Displays the results for the search applied using the filters

Note Search will filter contacts that do not match the criteria if the Filter Search button is pressed. If this button is not pressed the application will only select the contact that match the given keyword. For instance, if the Filter Search button is pressed and you type "A" then the first contact that has its first letter "A" will be selected.

Lateral Searching (Ctrl^F2)Lateral Search provides a filter feature that allows you to search specific criteria, such as Department, First or Last Names). This feature can be used within any of the contact directories.

To use the lateral search feature, select a contact from the directory either by using the mouse or keyboard. Then initiate a lateral search by pressing Ctrl^F2 which displays an extended search screen showing all contacts matching the lateral search field.

1-22Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 33: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Lateral Searching (Ctrl^F2)

Lateral Searching

The extended search window height can be resized and the window can be moved. After you resize the window, the Attendant Console memorizes the new size and position of the window.

You can close the extended search window at any time using by pressing the ESC (Escape) key or by clicking on the close window icon (x).

When you initiate a Lateral Search, you must complete the selection or close the extended window prior to continuing with other features within the Attendant Console.

To set the Preferred Lateral Search field you must specify the criteria within the Preferences. (Options> Preferences and then the Filter Search tab). Selecting None disables the feature.

1-23Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 34: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 1 Getting Started Lateral Searching (Ctrl^F2)

1-24Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 35: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

CiscOL-20134-01

C H A P T E R 2

Customizing Attendant Console

Cisco Unified Enterprise Attendant Console provides the ability to customize both the appearance and functionality of the application.

To access the console settings, choose Options > Preferences in the main menu. This will open the Preferences window. The tabs in this window are explained in the following sections,

GeneralThe following settings are available in this section:

Popup Application When

Attendant Console provides you the options to pop up the application when:

• Queued calls are waiting to be answered

• My local device rings (if this is the device you are logged in with)

• Minimize when not in use

If either or both of the first two options are checked, the application will pop up on your desktop if it is minimized. The third option will minimize the application when there are no calls active or queuing.

Internal Contacts Number Priority

You need to set a priority so that if a contact doesn’t have the first number in the list, the next number will be substituted instead.

This table shows the possible contact numbers that are available, and the sequence which they will populate the Number field within the directory. If the contact does not have a Main Extension then the number that will be used is Business 1, then Business 2, then Mobile etc, etc

To change the sequence of the order that the numbers will be substituted, select the number type that you want to move and use the Up and Down arrows to move it to the correct location.

Note If a directory is created that uses the parameter Number to filter by, the criteria entered will be measured against all of the number fields that are indexed (Main Extension, Business 1, Business 2, and Mobile etc, etc) and all results will be displayed that meet the criteria. With the directory displaying only the Main Extension number, or the substitute number (defined in Preferences Tab > General and Internal Contacts Number Priority – it may appear that the directory is showing an inconsistent result. This is not the case and will point to the fact that the contact has another of the numbered fields that matches the criteria set (eg. Business 1, Business 2, and Mobile etc, etc).

2-1o Unified Enterprise Attendant Console User Guide

Page 36: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Display

Note Example:- A contact has its primary number as a mobile 22222, yet has a buiness1 number set as 1111. So the directory would always show 22222 as that is its primary number based on the priority. If however business1 is an indexed field and an Attendant Operator creates a personal directory group where Number Is equal to 1111, then our example contact would be displayed (because the mobile met the criteria) yet the number displayed would be the primary number which is 22222.

Figure 2-1 displays the options that can be configured from the General tab.

Figure 2-1 Displays the General Tab in the Preferences Section

DisplayThe Display tab allows you to set the display settings of the font, tag and reverted reasons. It has the following three segments:

• When a section becomes selected – This setting allows you to change the font colours of the labels in Attendant Console for the selected area. This makes it easy to see which area you have selected when operating the console.

• Display Call Information – The Show Routing Tag setting allows you to display the intended destination of each call as well as the standard details with each call such as Caller ID and internal/external notification. Show Time-out Conditions will include details of why a call has returned to the operator.

• When Making Calls – This settings will enable/disable the BLF/Presence prompt being displayed.

• When dragging and dropping – The Display a drag image option allows you to see a complete image on screen of the call you are dragging across the screen.

Figure 2-2 displays the options that can be configured from the Display tab.

2-2Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 37: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Presence

Figure 2-2 Displays the Display Tab in the Preferences Section

PresenceThis tab provides the Operator with the facility to set the preferences for the Presence information.

• Default Presence Display – Select between either Microsoft Presence Status, Cisco Presence Status or None.

• Enable Microsoft Presence Information – To display the Microsoft Presence Information tick this box and select which field will be used to retrieve the information. The selection is made via a drop down selection with the choices being:- Email, Email 2, Email 3, User Field 1, User Field 2, User Field 3 or User Profile.

• Enable Cisco Presence Information – To display the Cisco Presence Information tick this box and select which field will be used to retrieve the information. The selection is made via a drop down selection with the choices being:- Email, Email 2, Email 3, User Field 1, User Field 2, User Field 3 or User Profile.

Figure 2-3 displays the options that can be configured from the Presence tab.

2-3Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 38: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Dialling

Figure 2-3 Diplays the Presence Tab in the Preferences Section

DiallingThe following option is available in this tab,

• Voicemail Prefix –This option allows you to enter a prefix that will send the call directly to a voicemail extension.

• Auto Dial – This option allows you to automatically dial an internal or external number after a defined time. You can set the duration of time for Auto Dial. The desired number is entered in the area below Active Calls.

Figure 2-4 displays the options that can be configured from the Dialling tab.

Figure 2-4 Displays the Dialling Tab in the Preferences Section

Call TransfersThe following option are available in this tab,

When Dragging and Dropping or Double Clicking

This section allows you to choose the type of transfer you would like to perform when dragging and dropping or double clicking a call. You can click a radio button to choose one of the following options:

2-4Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 39: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Call Park

• Perform consultation transfer

• Perform blind transfer

When Blind Transferring

When Blind Transferring a call, you can select Automatic Camp On if busy. This automatically stacks the call on to the extension until it becomes available and increases the speed of call handling.

When Re-establishing a Call

When Re-establishing a call, you can select Automatic Camp On if busy. This automatically stacks the call on to the extension until it becomes available and increases the speed of call handling.

Figure 2-5 displays the options that can be configured from the Call Transfers tab.

Figure 2-5 Displays the Call Transfer Tab in the Preferences Section

Call ParkThis tab provides a checkbox. If you check the checkbox, after a call has been parked, all park devices will be displayed in the Call Park Area.

Figure 2-6 displays the options that can be configured from the Call Park tab.

2-5Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 40: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Mute

Figure 2-6 Displays the Call Park Tab in the Preferences Section

MuteThis section allows the user to enable automatic muting of calls. The User can select any of the following options:

• Performing a search – Selecting this checkbox will automatically mute a call when the operator clicks in any of the search fields.

• Pressing numeric keys to dial numbers – Selecting this checkbox will automatically mute a call when the operator dials a number.

• Changing or selecting Directory screens – If the user selects this checkbox, a call will be automatically muted if the operator clicks on the directories.

When one of these options is selected the call will be held locally (on the handset) and the caller will hear music on hold.

Figure 2-7 displays the options that can be configured from the Mute tab.

Figure 2-7 Displays the Mute Tab in the Preference Section.

TonesThis section allows for Tones to be switched on or off depending on specific events happening. The Tones are then made by the attendant console when the events occur.

The following options are available in this tab:

• When I have made myself unavailable – This option has a checkbox Do not play any tones. Check this option, if you require that the application does not play any tone while you are temporarily absent from the Console Attendant.

2-6Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 41: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Directory

• When a queued call is waiting to be answered – This option has a checkbox Play a Ring Tone. Check this option, if you require playing a tone while a call is waiting in a Queue.

• When a call has timed out – This option has a checkbox Play a Ring Tone. You can check this box to signify the reverted call from the Call Progress Field, Call Parking Field or other.

Figure 2-8 displays the options that can be configured from the Tones tab.

Figure 2-8 Displays the Tones Tab in the Preferences Section

Directory The Directory tab allows you to configure and influence the way that contact information is displayed within the Directory area of the Cisco Unified Attendant Console. It has the following sections:

• Directory Group - This is where you can influence how a specific directory will be displayed. This can either be done collectively by ticking the box next to All directory groups use the same settings, and selecting the Directory (Note: All directories will then adopt the parameters of the selected Directory). Alternatively, if All directory groups use the same settings is not ticked, you can select a directory from the table and then configure the selected directory independently of the others. From this list you can also alter the order in which the directories will be displayed. This is done by selecting a Directory and using the Up and Down arrows to move it within the list.

Note The creation or editing of the directory content is actually done within the Directory area of the Cisco Unified Attendant Console.

• Default Display Order – You can set the Default Display Order in Internal Directory. The drop down list consisting of default values is used for selection. The contact list in the directory will be sorted according to the selected option.

• Show the following information – This section has two list boxes with Available and Displayed values. You can select values from the Available and insert them in the Displayed list box. The selected information will be displayed for a contact.

• Search Based On – In this segment, you can choose the search fields required to display, which will be used to search a record in the Internal Directory.

You can choose a maximum of six search fields. If you require less than six search fields, select the number of required fields from the menu, I only want to see search fields on the screen.

Figure 2-9 displays the options that can be configured from the Internal Directory tab.

2-7Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 42: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Alternative Numbers

Figure 2-9 Displays the Internal Directory Tab in the Preferences Section

Note Fields that are greyed out denote that they are not indexed within the database.

Alternative NumbersYou can use the Alternate Numbers display to display specific contact information with each selected contact. It is recommended that you set up the the display order so that it is the same as the display order shown in the Directory area.

Figure 2-10 displays the options that can be configured from the Alternative Numbers tab.

2-8Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 43: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Field Headers

Figure 2-10 Displays the Alternative Numbers Tab in the Preferences Section

Field HeadersYou can change the text of Field Headers that appear in the application by simply entering new Display Text to replace the Default Text.

To change the Display Text for Field Headers, perform the following steps:

Procedure

Step 1 Click on a value in the Display Text column.

Step 2 Type a new Display Text to replace the Default Text.

Step 3 Click OK.

To restore default text, click the Restore Defaults button.

Figure 2-11 displays the options that can be configured from the Field Headers tab.

2-9Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 44: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Secondary Sort

Figure 2-11 Displays the Field Headers Tab in the Preferences Section

Secondary SortThis tab is enabled only when Attendant Console is logged out.

You can customize the way Attendant Console sorts and searches the data by specifying a Secondary Sort Column.

You can restore defaults if required. The Restore Default button enables when a value is changed from the Secondary Sort Column.

To change the values in Secondary Sort Column, perform the following steps:

Procedure

Step 1 Click on a value in the Secondary Sort Column.

Step 2 A drop down menu will appear with different values related to the values in the Sort Column.

Step 3 Choose a value to replace the previous one.

Step 4 To change more than one value, repeat steps 1-3.

Step 5 Click OK.

Figure 2-12 displays the options that can be configured from the Secondary Sort tab.

2-10Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 45: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Secondary Sort

Figure 2-12 Displays the Secondary Sort Tab in the Preferences Section

2-11Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 46: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Filter Search

Filter SearchAs you search in any of the search fields within the directories, you can specify how you want the search to perform on screen. This tab allows you to set those preferences by selecting the following options,

AND Searching

This will allow the Attendant to select two criteria at once and search for entries that meet both of them. Example being John in the First Name and Smith in the Last Name field. The results will display all records that meet the criteria that has been entered in BOTH fields and would eliminate records that only meet one of the criteria.

Tick the box I want to use AND Searching to enable this function.

Note This feature can also be activated from the Option menu, Filter Searching and Ticking Use AND Searching

When Performing a Filter Search

• Press Enter to perform search – Once you have entered some information in any one of the search fields, selecting this option would perform a search when you press the Enter key.

• Search after every key press – This option, when selected, refreshes the search results with every key you press to enter a search value in the field.

• Search after a delay – If this option is selected and you enter information in the search field, the search result will be displayed with a delay specified in the Search Delay section.

Lateral Searching

The Lateral Searching feature enables you to search for an alternative contact by pressing the Ctrl^F2 button. The selection is made from None, Last Name, First Name, Department or Number.

Selecting None will disable Lateral Seraching.

Figure 2-13 displays the options that can be configured from the Filter Search tab.

2-12Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 47: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Primary Server (Information only)

Figure 2-13 Displays the Filter Search Tab in the Preferences Section

Primary Server (Information only)This tab is for information only. It tells you the Server to which you are connected, and the status of that connection.

Figure 2-14 displays the options that can be configured from the Primary Server tab.

2-13Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 48: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 2 Customizing Attendant Console Logging

Figure 2-14 Displays the Primary Server Tab in the Preferences Section

LoggingThis tab provides for logging files to be switched on and off. In order to enable this functionality, the Logging tab allows you to select the desired logging type by selecting the corresponding checkboxes. The options are:

• Database: To enable logging of database activities within the console application.

• Server Communication: To enable logging of server communication activities within the console application.

The log path and file name is displayed on the screen.

Figure 2-15 displays the options that can be configured from the Logging tab.

Figure 2-15 displays the Logging Tab in the Preferences Section

2-14Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 49: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

CiscOL-20134-01

C H A P T E R 3

Using Attendant Console

As the heading demonstrates, this section is about the operational flow of the application. It covers the topics relating to call management. In this section, you are given instructions on how to work within Attendant Console. There are two levels of monitoring that can be displayed within Attendant Console, Phone and Line Status. The icons shown in Table 3-1 appear in the Directories and reflect the Phone Status.

Answering CallsAttendant Console attends two types of calls,

• Internal Calls – that are received from a local extension

• External Calls – that are received from an external number

Calls that are being attended appear in the Active Call Area (F7). Table 3-1 shows an example of a call in the Active Calls area.

Table 3-1 Lists Icons Used to Reflect the Phone Status shown in the Directory Area

Icon Description

On-hook.

Active

Unavailable.

Ringing in

3-1o Unified Enterprise Attendant Console User Guide

Page 50: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Answering Calls

Figure 3-1 Calls Displayed in the Active Calls Area

The calls coming into the system are prioritized and queued in the Queued Calls Area (F8). Calls can be answered using the following three methods,

• Answer Next – Answering the next call in queue.

• Cherry Picking – Selecting a particular call from the queue to answer.

• Forced Delivery - Queues can be configured as Forced Delivery which means the calls will be distributed to the longest idle Attendant.

Answer NextIncoming calls are prioritized by the system before being displayed on screen. Calls are then displayed in the Queued Calls Area (F8) in descending order of priority.

Answer Next is the easiest way to answer incoming calls. This option answers calls in the order of priority set by the system. The top priority calls are answered first.

To answer the next call using the keyboard, perform the following steps:

Procedure

Step 1 Press F8 to select the Queued Calls Area.

Step 2 Press the ‘+’ key on the keyboard and the call will be delivered to your handset.

To answer the next call using the mouse, perform the following steps:

Procedure

3-2Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 51: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Answering Calls

Step 1 Right-click in the Queued Calls Area.

Step 2 From the context menu, choose Answer Next.

The following image illustrates how you can use the context menu to answer the next call. The call with the next highest priority will be answered irrespective of which call is selected in the Queued Calls Area. Figure 3-2 displays a call being answered through the Answer Next option.

Figure 3-2 Displays Calls Being Answered Through the Answer Next Option

Cherry PickingThe incoming calls being displayed can be cherry picked from a specific queue as required .

In order to answer a call you must select a queue and then select the call you wish to answer.

To select a queue using the keyboard, perform the following steps:

Procedure

Step 1 Press F9 to select the Queues field.

Step 2 Use the up and down arrow keys to select the required queue.

Step 3 The F8 field will display the calls that are waiting in the selected queue.

Note To revert back to seeing all calls from all Queues, select All Queues icon from F9.

If you are using a mouse, simply click on a queue in the Queues field (F9). After selecting the queue, you are ready to take waiting calls.

To answer calls in the selected queues, using the keyboard, perform the following steps:

Procedure

Step 1 Select the Queued Calls Area by pressing the F8 key.

Step 2 Using the up and down arrow keys, select the call to answer.

3-3Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 52: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Answering Calls

Step 3 Press Enter key to connect the call.

To answer calls in the selected queue using a mouse, perform the following steps:

Procedure

Step 1 Select the All Queues field.

Step 2 Click on the relevant call.

Step 3 Click the Answer Call button in the call control tool bar.

A personal call direct to your extension will show in the Active Calls field, and ring your handset. You can answer by picking up the handset, or by clicking the Answer Call button.

Note You can simply drag and drop a call from the Queued Calls Area (F8) to the Active Calls area to answer.

Forced DeliveryA specific queue can be designated to be immediately answered by the next free Attendant. The calls in this queue are configured to be presented on longest idle Attendant or a circular work share between Attendants logged in and able to answer the queue. The Answer Next key (PLUS) is not required as the call will go directly to the Active Calls Field and ring the handset. You can answer by picking up the handset, or by clicking the Answer Call button.

Directory Call ForwardingIf a contact has Call Forwarding set on their device then an icon will reflect this in the Directory area.

Note In an instance where a contact has multiple lines the Call Forwarding icon will only be displayed if it is configured on the primary line.

Hovering over the contact will display a tool tip providing further details, such as the number that the Call Forwarding is set to divert to.

3-4Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 53: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Answering Calls

Figure 3-3 Call Forwarding icon displayed in the Directory area (with tool tip).

To see any secondary lines you will need to press F2 which will display the Presence Status window. In Figure 3-4 An example of Presence Status set on a multiple line device extension 1001 is shown as diverted and 1027 is shown as on hook.

Figure 3-4 An example of Presence Status set on a multiple line device

Alternative Numbers and Presence StatusThis Status screen can be triggered in two ways:

• If a contact is selected from a Directory and F2 is pressed.

• If an attendant operator transfers a call to an extension with a presence status assigned. This will prompt the attendant that the person the call is being forwarded to currently has a presence status set. Table 3-2 shows the details that will be available in the Presence Status Window.

Table 3-2 Details available in the Alternative Presence Status Window

Control Description

Phone Status Displays the current status of the contact. The phone state is represented by phone status icon and text.

Summary Panel This panel will show Phone Status, Cisco Presence and Contact Notes. These can be highlighted and the status explained in the Detail Panel.

Detail Panel The contents of this panel change to show the particular status requirement selected in the Summary Panel.

With Phone Status selected in the Summary a list of the individual lines linked to the contacts phone will be displayed.

Alternative Contact Details

This specifies the number to which the call must be forwarded. If the number is saved in the directory, contact's full name will be displayed instead of the number itself.

3-5Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 54: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Answering Calls

The icons that denote the Line Status are shown in Table 3-3.

To transfer call, perform the following steps:

Procedure

Step 1 Select a contact from Alternate Contact Details.

Step 2 The operator can click on any of the following options as required:

• Answer Call

• Call

• Consult Transfer

• Blind Transfer

• Transfer to Voicemail

• Hold

• Hold with Notes

• Start Conference

• Park Call

Step 3 Click Close to cancel.

Table 3-4 shows the available keystrokes that can be used in order to make the desired transfers:

Table 3-3 Lists Icons Used to Reflect the Line Status

Icon Description

On-hook.

Off-hook.

Unavailable.

Ringing in

Ringing out

Ringing out on busy extension

Connected

Call on hold

Call forwarding

Notes

Table 3-4 Keystrokes for transferring a call

Key DescriptionEnter The call is consulted to the selected alternative

number.Enter + Enter (pressing Enter twice) The call is blind transferred to the selected

alternative number.

3-6Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 55: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Transfer Calls

In Figure 3-5 the Alternative Numbers/Presence Status image shows a phone device that has two lines linked to it. This example does not have a Presence Status set and has been triggered by pressing the F2 button.

Figure 3-5 Alternative Numbers/Presence Status Window

Transfer CallsAfter answering the call, you can transfer it to a requested device, contact or external number. A transfer can be made either as a blind or consult (announced) transfer. Calls can be transferred to any available destination either internally or externally.

Transferring a call is straightforward using the mouse or the keyboard and can be completed by either entering the desired extension number (if known), or searching the directories for the correct contact.

Initiating A Blind Transfer

A blind transfer is a call that is transferred without consulting the recipient.

Blind Transferring to a Known Number

To blind transfer a call to a known number using the keyboard, perform the following steps:

3-7Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 56: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Transfer Calls

Procedure

Step 1 Answer a call or select the call in the Active Calls field.

Step 2 Type in the destination number (internal or external). The cursor will automatically be placed in the Dial Box (see Figure 3-6 which shows an example of the Dial Box with the number ‘2000’ displayed):

Figure 3-6 Displays the Dial Box Where the Dialled Number is Displayed

Step 3 Double Press the ENTER key quickly to transfer the call.

To blind transfer a call to a known number using a mouse, perform the following steps:

Procedure

Step 1 Answer a call or select the call in the Active Calls field.

Step 2 Using the keyboard type in the destination number (internal or external). The cursor will automatically be placed in the Dial Box.

Step 3 Press Enter. This will initiate the transfer.

Step 4 Press Transfer again to transfer the call.

Blind Transferring to a Directory Contact

If the extension number of the desired recipient is not known you can easily search the Directory to find the correct contact. The directories will allow searches to be made via a number of search fields that appear at the top of the Directory area.

To blind transfer a call to a Directory Contact using the keyboard, perform the following steps:

Procedure

Step 1 Answer a call or select the call in the Active Calls field.

Step 2 If searching for a contact using the first displayed search field, simply start typing. The cursor will automatically move to the first search field. If you need to use a search field that isn’t the first on the screen, use the TAB key to find the right field to type into.

Step 3 As you type, the directory will shrink as contacts are matched (Depending on how Filter Search is configured, See “Filter Search” page 2 - 12). Keep typing until the required contact is found, or use the up or down arrow to highlight the contact.

Step 4 Double-click the Enter key to transfer the call.

To blind transfer a call to a Directory Contact using the mouse, perform the following steps:

Procedure

3-8Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 57: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Transfer Calls

Step 1 Answer a call or select the call in the Active Calls field.

Step 2 Click into the required Search field in either the Internal or External Directory.

Step 3 Start typing and as you type the directory will shrink as contacts are matched. Keep typing until the required contact is visible and use the mouse to select the desired contact

Step 4 Double-click the contact to initiate the transfer.

Step 5 Press Transfer to transfer the call.

Or

Step 1 Point the mouse at the relevant call within the Active Calls field.

Step 2 Press the left mouse button.

Step 3 Whilst holding the mouse button down, drag the call to the relevant destination within the Directory area and then release mouse button.

Note In an instance where the contact is in a specific Personal Directory, you can open that directory by hovering the mouse over the Personal Directory tab, to open it before selecting the contact.

Or

Step 1 Select call details that are displayed in the Active Calls field.

Step 2 Point the mouse at the relevant destination within the Directory or Speed Dial fields and click the right mouse button to reveal a Popup menu.

Step 3 From the popup menu choose Call.

Step 4 Ensure that the call initiated is selected within the Active Calls field.

Step 5 Click the Complete Transfer button.

If a transferred call is not answered within a certain time duration, the call is reverted back to the Active Calls Area. These calls can then be handled through Reverted Call Controls explained in the latter part of the guide.

Initiating a Consult TransferIn this case, the destination of the transfer is consulted before the actual transfer takes place.

Consult Transferring to a Known Number

To consult transfer a call to a known number using the keyboard, perform the following steps:

Procedure

Step 1 Answer a call or select the call in the Active Calls field.

Step 2 Type in the destination number. The cursor will automatically be placed in the Dial Box (Figure 3-7 shows an example of the Dial Box with the number ‘2000’ dialled):

3-9Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 58: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Transfer Calls

Figure 3-7 Displays the Dial Box Where the Dialled Number is Displayed

Step 3 Press the ENTER key to make the enquiry call.

Step 4 After consulting with the destination press the ENTER key to complete the transfer.

To consult transfer a call to a known number using a mouse, perform the following steps:

Procedure

Step 1 Answer a call or select the call in the Active Calls field.

Step 2 Using the keyboard type in the destination number. The cursor will automatically be placed in the Dial Box.

Step 3 Press Enter. This will initiate the transfer.

Step 4 Press Transfer again to transfer the call after consulting.

Consult Transferring to a Directory Contact

If the extension number of the desired recipient is not know you can easily search the Directory to find the correct contact. The directories will allow searches to be made via a number of search fields that appear at the top of the Directory area.

To consult transfer a call to a Directory Contact using the keyboard,

Step 1 Answer a call or select the call in the Active Calls field.

Step 2 Select the Directory that the contact appears in. This can be done by pressing Alt and the Number of the tab. Example: Alt and 3 will open the 3rd tab, Alt and 5 will open the 5th tab.

Step 3 If searching for a contact using the first displayed search field, simply start typing. The cursor will automatically move to the first search field. If you need to use a search field that isn’t the first on the screen, use the TAB key to find the right field to type into.

Step 4 As you type the directory will shrink as contacts are matched (Depending on how Filter Search is configured, See “Filter Search” page 2 - 12). Keep typing until the required contact is found, or use the up or down arrow to highlight the contact.

Step 5 Press the ENTER key to initiate the enquiry call.

Step 6 After the consult, press the ENTER key again to complete thet transfer.

To consult transfer a call to a Directory Contact using the mouse, perform the following steps:

Procedure

Step 1 Answer a call or select the call in the Active Calls field.

Step 2 Click into the required Search field in the required Directory. In the case where Personal Directories have been created, click on the respective Directory tab.

3-10Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 59: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Making Calls

Step 3 Start typing and as you type the directory will shrink as contacts are matched (Depending on how Filter Search is configured, See “Filter Search” page 2 - 12). Keep typing until the required contact is visible and use the mouse to select the desired contact

Step 4 Double-click the contact to initiate the transfer.

Step 5 Press Transfer to transfer the call after consulting.

Or

Step 1 Point the mouse at the relevant call within the Active Calls field.

Step 2 Press the left mouse button.

Step 3 Whilst holding the mouse button down, drag the call to the relevant destination within the required Directory by hovering over the Directory tab, and then selecting the contact before releasing the mouse button. This sets up the enquiry call.

Step 4 Press Transfer to transfer the call after consulting.

Or

Step 1 Select call details that are displayed in the Active Calls field.

Step 2 Point the mouse at the relevant destination within the required Directory or Speed Dial fields and click the right mouse button to reveal a Popup menu.

Step 3 From the popup menu choose Call.

Step 4 Ensure that the call initiated is selected within the Active Calls field.

Step 5 Click the Complete Transfer button.

Although in these procedures a consult, or enquiry call has been made, if for some reason the transferred call is not connected within a certain time duration, the call is reverted back to the Active Calls Area. These calls can then be handled through Reverted Call Controls explained in the latter part of the guide.

Making CallsCisco Unified Enterprise Attendant Console allows you to dial and make calls. Calls can either be made directly to a contact or can be made using different call controls such as Call Parking, Transferring and Conference. These call controls are explained in detail, see “Displays Call Control toolbar options” page 1 - 8. There are two types of call that can be made,

• Internal Call – Calls that are made to the numbers existing within the system. For example, in a call centre, calls made to the numbers within the call centre are called internal numbers.

• External Call – Calls that are made to the numbers external to the system. For example, an operator in a call centre can make a call to a customer for marketing purposes.

Make an Internal CallTo call a local extension, perform the following steps:

Procedure

3-11Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 60: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Placing Calls on Hold

Step 1 Enter the required number. No matter which area of the console you have selected, as you type, the digits will appear in the Calling box under the Active Calls area.

Step 2 Press Connect/Clear with the mouse or Enter key using the keyboard.

A call will be initiated for the selected contact and the details will be displayed in the Active Calls area.

Making External CallsTo make an external call using a keyboard, perform the following steps:

Procedure

Step 1 Dial the number of the access code and then the external number. (Unless the Attendant Console is configured to add the Access Number. This is done on the Cisco Unified Enterprise Attendant Admin).

Step 2 Press Enter key to start dialling.

It is not necessary to place the cursor in the Calling Box, when you start typing the numerical values, it will automatically type in it.

To make an external call using a mouse, perform the following steps:

Procedure

Step 1 Select the required Directory using the mouse.

Step 2 Double click on the number to dial.

Placing Calls on HoldWhile answering a call, Cisco Unified Enterprise Attendant Console can place the active call on hold to answer other incoming calls. The call is held on a Service Queue for the time period set as Hold Recall Time in Cisco Unified Attendant Admin. After the Hold Recall Time elapses, the status of the call will change from Held to Hold Timeout. These calls can be handled through Reverted Call Controls explained in the latter part of the guide. A call can be reverted whether the Timeout has been reached or not.Figure 3-8 shows an example of a call on hold in the Call Progress Area.

3-12Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 61: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Retrieving Held Calls

Figure 3-8 Displays a Call On Hold in the Call Progress Area

The call will be shown in the Call Progress area and retrieved to the Active Calls area at any time.

To hold a call through the keyboard, perform the following steps:

Procedure

Step 1 Press F7 key to select Active Calls area.

Step 2 Select a call using up and down arrow keys.

Step 3 Press the (Page down) key to hold the selected call.

To hold a call using a mouse, perform the following steps:

Procedure

Step 1 Select a call in Active Call field.

Step 2 Click the Hold button.

Retrieving Held CallsCalls placed on hold can be retrieved from the Call Progress area to Active Calls area. Calls reverted from Hold, Park and Transfer can also be seen in Call Progress area.

To retrieve a held call using keyboard, perform the following steps:

Procedure

Step 1 Press F5 key to select Call Progress area.

Step 2 Select a call using up and down arrow keys.

Step 3 Press the (Page down) key to retrieve the held call.

To retrieve the held call using mouse, perform the following steps:

Procedure

Step 1 Click on a held call in the Call Progress area.

Step 2 Click the Retrieve button.

3-13Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 62: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Muting Calls

Muting CallsCisco Unified Enterprise Attendant Console provides the ability to mute a call when certain actions are being undertaken. There are two types of Mute, the first is automated and is set via the Options > Preferences > Mute tab. If this has been enabled it can include when a search is being made, when a number is being dialed, or if you are changing or selecting Directory screens.

The second type of muting a call is manual and is instigated either by pressing the Mute button ( ) or pressing Ctrl^Q. The same key combination will also un-mute a call. Alternatively you can right click on the active call and select Mute from the menu.

Call ParkingCisco Unified Enterprise Attendant Console provides you with the ability to park calls on to a call parking device. A parked call can be picked up from any phone on the CallManager by simply dialling the extension number at which the call is parked. You can either park a call on a specific Park Device, or let the system select the device for you. You can see the available Call Parking devices in the Call Park area.

To park a call using a keyboard, perform the following steps:

Procedure

Step 1 Press F7 key to select Active Calls area.

Step 2 Select a call using up and down arrow keys.

Step 3 Press the Home key to park the call on one of the available call parking devices.

To park call using a mouse, perform the following steps:

Procedure

Step 1 Select a call in the Active Calls field.

Step 2 Click the Park Call button.

To Park a call on a specific device using the mouse, perform the following steps:

Procedure

Step 1 Select the call in the Active Calls field

Step 2 Drag the call to the desired Park device and drop the call by releasing the mouse button.

If a parked call is not answered within a certain time duration, the call is reverted back to the Call Progress Area. Such calls can then be handled through Reverted Call Controls explained in the latter part of the guide.

3-14Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 63: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Retrieving Parked Calls

Retrieving Parked CallsTo retrieve a parked call using a mouse, perform the following steps:

Procedure

Step 1 Select the relevant call parking device.

Step 2 Click the Retrieve button.

To retrieve a parked call using the keyboard, perform the following steps:

Procedure

Step 1 Dial the Park device number.

Step 2 Alternatively, if a parked call remains unanswered for a certain period of time (known as Call Park Recall), it will revert back to the Call Progress area, from where the Attendant Console can retrieve the call using methods stated in Retrieving Held Calls section.

Conference CallsA Conference call allows you to add a third person to a call session.

With a connected call, to start conference with a third party using a mouse, perform the following steps:

Procedure

Step 1 Select the extension that is to be added into the conference or type the number.

Step 2 Press the Start Conference button and the conference is initiated.

Step 3 Wait for the third party to answer and press the Conference button.

With a connected call, to start conference with a third party using the keyboard, perform the following steps:

Procedure

Step 1 Select the extension that is to be added into the conference or type the number.

Step 2 Press the End key on the keyboard

Step 3 Wait for the third party to answer and press the End key to join all three parties.

Once the conference is in progress an additional field is highlighted in the Active Calls area. The field is labeled as Conference Controller and is used to drop you out from the call once all the parties are in conversation. Figure 3-9 provides an example of a conference call in the Active Calls area.

3-15Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 64: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Re-establish Calls

Figure 3-9 Displays a Conference Call in the Call Progress Area

If any of the parties does not respond to the conference call, the call is reverted back. Such calls can then be handled through Reverted Call Controls explained in the latter part of the guide.

Note If the third person does not want to start the conference, Cisco Unified Enterprise Attendant Console clears the initiated call. This will take you back to the original call.

Re-establish CallsThis feature is a time saver. The re-establishing of calls means to repeat the previous process in a single click. From the F5 and F7 fields you can re-establish the calls to undo the previous action as in the following areas:

• Hold Call

• Transfer Call

• Conference Call

• Park Call

If due to some reason the process does not succeed, you can click the Re-establish button to repeat it. If you are using a keyboard, press Delete to re-establish.

Toggle CallsWith two active calls in progress, one held and one connected, you can toggle between them.

3-16Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 65: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Reverted Call Control

When a contact is called for consultation, the incoming call is put on hold. Once the destination accepts answers, you can right click on the incoming call in the Active Calls area and choose Toggle. The incoming call that was held during consultation will become active.

On the other hand, the call made to the external contact will be put on hold. You can also toggle using the keyboard using the ‘+’ key.

Reverted Call ControlIf a call cannot be put through to an extension, it will be returned to the Call Progress Area (F5). This may be because the contact could not answer the call in time. Cisco Unified Enterprise Attendant Console provides a set of call controls specifically configured to handle reverted calls without having to search for the recipient again.

Once the call hits the Active Calls area after being recalled from the Call Progress area, you can view the Reverted Call Controls by simply right-clicking on the call.

These call controls are similar to the ones explained previously. The only difference is that in case of reverted calls, all the call controls are in context to the contact the call was initially transferred to.

If you right-click on the retrieved call and choose Start Conference, the contact on the extension from where the call was reverted will be added to the conference automatically. You would not need to search through the directory or specify the extension for that particular contact.

Call Controls for Reverted CallsTable 3-5 gives a brief description of the functionalities that can be performed on a retrieved call.

Table 3-5 Lists the Call Controls Used on Reverted Calls

Control Name Icon Description

Clear Call Click to clear an answered call.

Consult Click to consult and transfer the answered call to the extension from where the call was initially reverted.

Blind Transfer Click to transfer the answered call to the extension from where the call was initially reverted.

Re-establish Click to redo an action previously performed on the reverted call.

Hold with Notes Click to attach notes to the current call before placing the call on hold.

Hold Click to place the reverted call directly on hold for the same extension/contact the call was reverted from, without taking notes for the contact.

Contact Properties Click to add or update details of the contact from which the call was reverted.

Start Conference Click to consult and start conference with the contact the call was reverted from.

3-17Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 66: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console FAC and CMC Settings

Right clicking on a call in the Active Calls area and choosing an option from the context menu can also perform the above-mentioned operations. You can also access these options using your keyboard (Please refer to Chapter 1 Getting Started “Using the Keyboard” page 1 - 1 section).

FAC and CMC SettingsYou may need to provide a Forced Authorization Code (FAC) and/or Client Matter Code (CMC) to perform an External Blind Transfer. The Administrator configures these codes through Cisco Unified Attendant Admin. If this is required during a consultation transfer you will see a dialog box on screen, simply enter the correct code and your call will be made.

Forced Authorization Code (FAC)Forced Authorization Codes are used to provide security in Cisco Unified CallManager for dialling Route Patterns. Traditionally, this is used to block calls to external or international numbers. For example, often in call centers, only some agents are allowed to make external consult transfers to certain numbers. In order to enforce security, these callers are provided with a Forced Authorization Code. The concept of FAC is that if you make such an external call transfer that is protected by a FAC, you must enter the FAC before the call can continue. If an incorrect FAC is entered, or if no FAC is entered, the call fails. Figure 3-10 displays the FAC Dialogue box.

Figure 3-10 Displays the FAC Dialogue Box

Client Matter Code (CMC)Client Matter Codes are used to provide extra call logging facilities within Cisco Unified CallManager. This is used to log calls for different clients.

The concept of the CMC is that you must enter CMC Code before an external call or transfer can proceed. The call detail records are updated with the CMC code along with the call information. This can then be used later on to charge calls to different cost centers.

Camp on Click to transfer a call to a busy Operator.

Park Call Click to place the call on a Call Parking Device.

Table 3-5 Lists the Call Controls Used on Reverted Calls (continued)

Control Name Icon Description

3-18Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 67: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Clearing Calls

Clearing CallsIn order to disconnect an active call when the enquiry is complete, you need to clear the call from the Active Calls area.

To clear a call using the keyboard, perform the following steps:

Procedure

Step 1 Press F7 to select the Active Calls field.

Step 2 Press Enter.

To clear a call using a mouse, perform the following steps:

Procedure

Step 1 Click on a relevant call within the Active Calls field.

Step 2 Right click to open the context menu.

Step 3 Choose the Clear Call option.

Using Emergency Mode Cisco Unified Enterprise Attendant Console allows you to set emergency mode for all the queues. When the queues are in emergency mode, all calls are automatically redirected to another destination, Night Service or Voicemail for example. These destinations are configured by the Cisco Unified Enterprise Attendant Admin.

To put a queue in Emergency Mode using the mouse, perform the following steps:

Procedure

Step 1 From the main menu, choose Options > Emergency.

Step 2 Move the Available Queues to the Emergency Queues list using the button to move all Queues, or the button to select Queues from the list. Figure 3-11 displays the message box that appears,

3-19Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 68: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Using Emergency Mode

Figure 3-11 Displays the Message Box that Appears Before Placing the Queues in Emergency

Mode

Step 3 Click Yes to move all the queues to emergency mode.

Step 4 Press OK to complete the process.

You can also use the keyboard shortcut to switch to emergency mode. Select the Queue Area and press Ctrl^E. The following window is displayed. Click OK to continue.Figure 3-12 displays an example of the Emergency Mode screen with a Queue placed in Emergency Mode.

Figure 3-12 Displays the Queues that are Placed in Emergency Mode

To take queues out of Emergency Mode, perform the following steps:

Procedure

Step 1 Right click on any selected queue.

Step 2 Select Emergency from the context menu.

Step 3 Click OK to complete the process.

3-20Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 69: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Sending Email

Sending EmailWhen you forward a call to an extension and it is returned on time out, you have the option to send an email to the person to provide important information about the call. The shortcut key for sending email is Ctrl^M. Alternatively you can select a contact with a Right mouse click and from the Contact sub menu there is an option to Send Email.

Figure 3-13 Right Mouse Menu from Directory with the Contact sub menu displayed

Note There has to be an email address in the Contact Details for the Cisco Unified Enterprise Attendant Console to be able to function.

Call StatusYou can view the call status for any device in the Directory. The Status window allows the operator to view the status of a contact prior to transferring a call or connecting a contact to a conference call.

To view device status, perform the following steps:

Procedure

Step 1 In the Directory, right click on a contact.

Step 2 Choose Status > Calls from the menu.

3-21Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 70: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Call Status

Figure 3-14 Right Mouse Menu from Directory with the Status sub menu displayed

In the Call Status window, you can view the following information.Table 3-6 provides an example of the contents that would be displayed in the Call Status window, and Figure 3-15 shows how that appears on the screen.

You can also answer any ringing call by clicking the Answer button.

Figure 3-15 Displays the Call Status Window for the Selected Contact

Table 3-6 Describes the Fields Displayed on the Call Status Window

Field Example Description

Name John Smith Name of the contact

CLI 2000 This is the number call was made from

DDI 1001 This is the number call was made to

Status Talking The current status of the call

3-22Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 71: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Contact Properties

Contact PropertiesEach directory contact will have relevant pieces of information attached to it. Some information will be displayed in the directory area. To see more information for a specific contact a Contact Details form can be displayed by pressing the F12 key on the keyboard.

When a contact is opened information already attached to the contact is displayed, and certain fields will be greyed out. This information cannot be changed. All other fields are available for editing as required. You can change the details and click on the OK button to save the changes. Please note the fields that you can edit are the ones that are not mapped through LDAP synchronization.

Email Contact

If the email address of the contact person is added in the Contact Details, then Attendant Console can mail the contact from this window. It will open the mail client configured on your machine. You can click the to write an email. Figure 3-16 displays the Contact Details window.

Figure 3-16 Displays the Contact Details Window for the Selected Contact

Use Number

In the Contact Numbers tab of the Contact Details window, you can select an external phone number of the contact person, by clicking in the respective number and then click the Use Number button to automatically dial the number.

3-23Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 72: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Adding Absent Message and Contact Information

Figure 3-17 Displays the Contact Numbers Window for the selected contact

To edit contact properties using the mouse, perform the following steps:

Procedure,

Step 1 Select a contact from the Directory.

Step 2 Right click on the contact to view the context menu.

Step 3 Choose Properties.

Step 4 Amend the details in the Contact Details window.

Step 5 Click OK.

To edit contact properties using the keyboard, perform the following steps:

Procedure

Step 1 Press Alt+Number to select a directory. The number relates to the tab. e.g. Alt+1 would open Full Directory which is the 1st tab, 3 would open the 3rd tab along, etc.

Step 2 Use Up and Down arrow keys to select a contact.

Step 3 Press F12 to open the Contact Properties window.

Step 4 Amend the details for the contact.

Step 5 Click OK.

Adding Absent Message and Contact InformationIt is also possible to add Absent Messages and General Contact Information through the Notes tab.

• Contact Information - Add extra information to any of the contacts in the directories. This information will be displayed with the contact as tool tip.

• Absent Message - Add an absent message with any of the devices in Directory area.

3-24Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 73: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Microsoft Presence Status

Note This information is displayed with the contact as tool tip.

Figure 3-18 Displays the Contact Details - Notes tab for the selected contact

Microsoft Presence StatusCisco Unified Enterprise Attendant Console can view Microsoft Presence Information for contacts that have been added to the local copy of Microsoft Office Communicator. This allows you to manage calls efficiently since it it reflects the status that the contact has set regarding their availability.

Where a contact status has been set, the following presence status icons will be displayed in the Directory area. The different icons are reflected in the Table 3-7.

Table 3-7 Microsoft Presence Status Icons.

Icon Status Description

Away Presence status away\be right back.

Busy Presence status busy.

Busy (Urgent interuptions pn;y)

Presence status busy. This is similar to Busy but will allow interuption depending how the system is configured.

Do Not Disturb Presence status no not disturb (Reachability status of Do Not Disturb)

3-25Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 74: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Cisco Unified Presence Status

To view Presence Status, perform the following steps:

Procedure

Step 1 Select a contact in a Directory.

Step 2 Hover over a presence status graphic.

Step 3 Presence Status details will be displayed

There is also facility to hover over the contact icon with the mouse and a pop up display will provide any additional information that might be available for the status (ie in the case of Vacation it will display a return date).

Cisco Unified Presence StatusCisco Unified Enterprise Attendant Console can view CUP (Cisco Unified Presence) Information for all contacts. IP Phone users can now set a status for themselves that is reflected onto the Attendant Console Directory area. This allows you to manage calls efficiently since it can be easily found out whether a particular contact is available or not. Figure 3-19 shows an example of CUPs Presence information displayed in the Internal directory area.

Interactive Presence Status Inactive. This is automatically triggered by Communicator if the account is inactive for a defined period. Default is 5 minutes.

Busy (Inactive) Presence Status Busy Inactive. This is automatically triggered by Communicator if the account has gone from Busy to inactive for a defined period. Default is 5 minutes.

Appear Offline Presence status offline

Online Presence status online (Reachability status of Available)

Unknown Presence status unknown (Reachability status of Unknown)

Table 3-7 Microsoft Presence Status Icons.

Icon Status Description

3-26Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 75: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Cisco Unified Presence Status

Figure 3-19 Displays CUP Presence Information

Where a contact status has been set, the following presence status icons will be displayed in the Directory area. The different icons are reflected in the Table 3-8.

To view Presence Status, perform the following steps:

Procedure

Step 1 Select a contact in a Directory.

Step 2 Hover over a presence status graphic.

Step 3 Presence Status details will be displayed

There is also facility to hover over the contact icon with the mouse and a pop up display will provide any additional information that might be available for the status (ie in the case of Vacation it will display a return date).

Table 3-8 CUP Presence Status Icons.

Icon Status Description

Away Presence status away\be right back.

Busy Presence status busy.

DND Presence status Do Not Disturb (DND).

Offline Presence status offline.

Online Presence status online (available).

Unknown Presence status unknown.

3-27Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 76: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Chapter 3 Using Attendant Console Cisco Unified Presence Status

3-28Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 77: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Cisco UnifOL-20134-01

A

P P E N D I X A Glossary

Absent Message A little note about the extension when it is not to be disturbed or absent.

Busy Lamp Field Set of Internal Extensions assigned to the Operator. Operator can monitor their status through Cisco Unified Enterprise Attendant Console.

Call Origin Whether the call is an internal or external call. (INT or EXT).

Call Parking Devices Virtual devices where calls can be held temporarily and picked from any other call centre extension.

Call Queuing The ability for a physical phone to have several calls stacked on the line waiting to be answered.

Call Status It tells what is currently happening to the call. It can be Ringing, Held, Connected or Busy.

Call Type It tells whether the call is an inbound, outbound or a transferred call. (IN/OUT/TFR).

CLI Number It is defined as Caller Line Identification The caller's number.

Extension Physical phone in call centre.

Full Directory The Full Directory will list all of the contacts that are associated to an Attendant Operator.

Field Headers Titles of different sections in Attendant Console.

Personal DirectoryGroups Personal Directory Groups are a way of customizing the Full Directory Group to smaller, more manageable sizes. If the Attendant has permissions they can create a directory specific to a set of criteria and this directory will be available to them within the Directory field.

Reverted Call A call that hits the Call Progress area if it is left unanswered by a contact.

Toggle Changes a call state from ‘held’ to ‘active’ or vice versa.

A-1ied Enterprise Attendant Console User Guide

Page 78: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Appendix A Glossary

A-2Cisco Unified Enterprise Attendant Console User Guide

OL-20134-01

Page 79: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

CiscOL-20134-01

I N D E X

A

Accessibility for Users with Disabilities 1-1

Alternative Numbers 2-8

Attendant Console

Call Park 2-5

Call Transfers 2-4

Display 2-2

Field Headers 2-9

Filter Search 2-12

General 2-1

Internal Directory 2-7

Primary Server 2-13

Secondary Sort 2-10

Tones 2-6

Automatic Camp On 2-5

B

Blind Transferring 2-5

C

Cisco Unified Communication Manager i-vii

Contact Properties

Absent Message 3-24

Contact Information 3-24

D

Deleting a speed dial number 1-19

Dialing a Number 1-21

Dialling

Auto Dial 2-4

Voicemail prefix 2-4

Display 2-2

E

edit contact properties 3-24

External Directory 1-13

F

FAC and CMC Settings 3-11

Finding Contacts 1-21

G

General 2-1

Getting Started

Go Unavailable 1-5

Interface 1-6

Logging In 1-3

I

Installing Cisco Unified Attendant Console 1-1

Interface

Active Calls 1-10

All Queues 1-9

Call Park 1-16

Call Progress 1-16

Directories 1-11

External Directory 1-13

Menu Bar 1-7

IN-1o Unified Enterprise Attendant Console User Guide

Page 80: Cisco Unified Enterprise Attendant Console User Guide v8.6 User Guide (long).pdf† Those involved in the training of Cisco Unified EnterpriseAttendant Console ... For details see,

Index

Queues 1-9

Speed Dial 1-17

Tool Bar 1-7

M

Make an Internal Call 3-11

Making External Calls 3-12

Mute 2-6

R

Re-establish Calls 3-21

Re-establishing a call 2-5

Removing Contacts from BLF 1-22

Reverted Call Control 3-17

T

To add Speed Dials 1-18

Transfer Call

Consult Internal 3-9

Transfer call

Blind External 3-8, 3-10

Blind Internal 3-7

Transfer Calls 3-21

U

Updating speed dial number 1-20

Using Attendant Console

Answer calls 3-1

Call Parking 3-14

Clearing call 3-19

Conference call 3-15

Hold call 3-12

Making call 3-11

Re-establish call 3-16, 3-23

IN-2Cisco Unified Enterprise Attendant Console User Guide

Retrieve held call 3-13

Retrieving Parked call 3-15

Sending email 3-21

Toggle calls 3-16

Transfer call 3-7

Using Emergency Mode 3-19

W

Working in the Fields 1-21

OL-20134-01